Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.8M
AUM Growth
-$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,350
New
Increased
Reduced
Closed

Top Buys

1
+$29.1K
2
+$15K
3
+$11.7K
4
ABT icon
Abbott
ABT
+$9.81K
5
SYF icon
Synchrony
SYF
+$9.65K

Top Sells

1
+$40M
2
+$6.22M
3
+$4.98M
4
TIF
Tiffany & Co.
TIF
+$2.98M
5
EV
Eaton Vance Corp.
EV
+$2.9M

Sector Composition

1 Technology 19.83%
2 Financials 11.96%
3 Healthcare 11.94%
4 Consumer Discretionary 9.09%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$20 ﹤0.01%
1,500
2127
$20 ﹤0.01%
330
2128
$20 ﹤0.01%
3,150
2129
$20 ﹤0.01%
400
2130
$20 ﹤0.01%
900
2131
$20 ﹤0.01%
178
-419
2132
$20 ﹤0.01%
850
2133
$20 ﹤0.01%
450
2134
$19 ﹤0.01%
+1,000
2135
$19 ﹤0.01%
+1,592
2136
$19 ﹤0.01%
1,530
2137
$18 ﹤0.01%
2,280
2138
$18 ﹤0.01%
3,200
2139
$18 ﹤0.01%
6
2140
$18 ﹤0.01%
205
2141
$18 ﹤0.01%
24
2142
$17 ﹤0.01%
1,770
2143
$17 ﹤0.01%
700
2144
$17 ﹤0.01%
1,200
2145
$17 ﹤0.01%
250
2146
$17 ﹤0.01%
100
-200
2147
$17 ﹤0.01%
500
2148
$17 ﹤0.01%
4,852
2149
– –
0
2150
$17 ﹤0.01%
365
84 85
86
87 88